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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523 | $58,927-99.1% | $76,824-99.3% | $72,986-99.3% |
| Participation rate | 1.9% | 67.3%-65.5pp | 72.1%-70.2pp | 69.5%-67.6pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.26%-1166.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9 | $2,690-99.7% | $3,336-99.7% | $3,607-99.8% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,421-100.0% | $5,124-100.0% |